How to Sync Attachments Directly to a Contact
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Join Tina as she demonstrates a powerful feature to collect and organize all attachments from emails, SMS, Instagram, and Facebook into your contact's file. Learn how to easily access and manage these documents within the contact tab, ensuring streamlined communication and faster responses to client and prospect requests. Follow along to see step-by-step instructions on adding, previewing, and managing attachments efficiently.
00:00 Introduction to Document Management Feature
00:43 Accessing the Documents Tab
01:04 Using the Search and Add Functions
01:23 Sending and Attaching Documents
02:06 Viewing Sent and Received Documents
02:37 Previewing and Downloading Attachments
02:47 Receiving and Storing Attachments
03:24 Conclusion and Benefits